Upstart Holdings, Inc.: which funds bought and sold
Institutions that bought and sold Upstart Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 190 institutions that filed 13F reports for both quarters added to or opened positions in Upstart Holdings, and 139 cut or closed them. Together they added a net 1.7M shares, +3.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.0M shares (−8.1%); index fund managers were net buyers of 730K shares (+3.4%). 69 opened a new position and 42 sold out entirely.
Bought, Q2 2026 190 institutions, 69 of them new holders Sold, Q2 2026 139 institutions, 42 of them sold out
Net change, all compared +1.7M shares (+3.0%)
Net change, active managers −1.0M shares (−8.1%), 18 bought, 29 sold
Buyers versus sellers
190 bought 68 139 sold
Active managers and hedge funds 18 bought · 29 sold · −1.0M
Index fund managers 7 bought · 4 sold · +730K
Other institutions 165 bought · 106 sold · +2.0M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Bank Of America Corp | +1.0M +198.9% | 1.5M | $53.6M |
| Goldman Sachs Group Inc | +836K +53.6% | 2.4M | $84.9M |
| FMR LLC Active manager | +692K +4694.7% | 707K | $25M |
| UBS Group AG | +622K +70.5% | 1.5M | $53.3M |
| Susquehanna International Group, LLP | +594K +182.2% | 920K | $32.6M |
| Blackrock, Inc. Index funds | +476K +6.4% | 7.9M | $279M |
| Walleye Capital LLC Hedge fund | +437K +3701.4% | 449K | $15.9M |
| HRT Financial LP | +375K +448.9% | 458K | $16.2M |
| Citigroup Inc | +329K +40.8% | 1.1M | $40.2M |
| Citadel Advisors LLC Hedge fund | +324K +51.4% | 956K | $33.9M |
| Hidden Lake Asset Management LP | +282K New position | 282K | $10M |
| Halter Ferguson Financial Inc. | +281K +19.1% | 1.7M | $61.9M |
| Clear Street Group Inc. | +274K +17.6% | 1.8M | $64.8M |
| Alberta Investment Management Corp | +239K New position | 239K | $8.5M |
| Gator Capital Management, LLC | +141K +707.5% | 161K | $5.7M |
| Imc-Chicago, LLC | +139K +253.8% | 194K | $6.9M |
| Point72 Asset Management, L.P. Hedge fund | +129K +17.1% | 885K | $31.4M |
| Charles Schwab Investment Management Inc Index funds | +109K +16.7% | 765K | $27.1M |
| Geode Capital Management, LLC Index funds | +105K +4.9% | 2.2M | $79M |
| Blue Jean Financial LLC | +103K New position | 103K | $3.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +692K +4694.7% | 707K | $25M |
| Walleye Capital LLC Hedge fund | +437K +3701.4% | 449K | $15.9M |
| Citadel Advisors LLC Hedge fund | +324K +51.4% | 956K | $33.9M |
| Point72 Asset Management, L.P. Hedge fund | +129K +17.1% | 885K | $31.4M |
| Millennium Management LLC Hedge fund | +97K +14.5% | 765K | $27.1M |
| Edgestream Partners, L.P. Hedge fund | +82K New position | 82K | $2.9M |
| Quadrature Capital Ltd Hedge fund | +76K New position | 76K | $2.7M |
| Exoduspoint Capital Management, LP Hedge fund | +76K New position | 76K | $2.7M |
| Lighthouse Investment Partners, LLC Hedge fund | +69K New position | 69K | $2.4M |
| Centerbook Partners LP Hedge fund | +67K New position | 67K | $2.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Morgan Stanley | −1.6M −39.3% | 2.4M | $85.6M |
| Marshall Wace, LLP Hedge fund | −909K −27.7% | 2.4M | $84M |
| Jane Street Group, LLC | −715K −96.5% | 26K | $912,889 |
| Kadensa Capital Ltd | −590K Sold out | 0 | — |
| Gc Wealth Management Ria, LLC | −345K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −313K −36.0% | 557K | $19.7M |
| D. E. Shaw & Co., Inc. Hedge fund | −267K Sold out | 0 | — |
| Fred Alger Management, LLC Active manager | −256K −45.8% | 303K | $10.7M |
| Voloridge Investment Management, LLC Hedge fund | −215K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −201K −37.9% | 330K | $11.7M |
| Connor, Clark & Lunn Investment Management Ltd. | −181K Sold out | 0 | — |
| SG Americas Securities, LLC | −178K −96.9% | 5,741 | $203,000 |
| Peak6 LLC | −169K −69.9% | 73K | $2.6M |
| Qube Research & Technologies Ltd Hedge fund | −167K Sold out | 0 | — |
| Trexquant Investment LP Hedge fund | −146K −64.7% | 80K | $2.8M |
| Barclays PLC | −143K −11.3% | 1.1M | $40M |
| Neo Ivy Capital Management | −103K Sold out | 0 | — |
| PDT Partners, LLC Hedge fund | −100K Sold out | 0 | — |
| HSBC Holdings PLC | −88K −30.6% | 200K | $7.2M |
| Nordea Investment Management AB | −84K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Marshall Wace, LLP Hedge fund | −909K −27.7% | 2.4M | $84M |
| Balyasny Asset Management L.P. Hedge fund | −313K −36.0% | 557K | $19.7M |
| D. E. Shaw & Co., Inc. Hedge fund | −267K Sold out | 0 | — |
| Fred Alger Management, LLC Active manager | −256K −45.8% | 303K | $10.7M |
| Voloridge Investment Management, LLC Hedge fund | −215K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −201K −37.9% | 330K | $11.7M |
| Qube Research & Technologies Ltd Hedge fund | −167K Sold out | 0 | — |
| Trexquant Investment LP Hedge fund | −146K −64.7% | 80K | $2.8M |
| PDT Partners, LLC Hedge fund | −100K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −80K −59.6% | 55K | $1.9M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Hidden Lake Asset Management LP | 282K | $10M |
| Alberta Investment Management Corp | 239K | $8.5M |
| Blue Jean Financial LLC | 103K | $3.7M |
| Edgestream Partners, L.P.Hedge fund | 82K | $2.9M |
| Quadrature Capital LtdHedge fund | 76K | $2.7M |
| Exoduspoint Capital Management, LPHedge fund | 76K | $2.7M |
| Lighthouse Investment Partners, LLCHedge fund | 69K | $2.4M |
| Centerbook Partners LPHedge fund | 67K | $2.4M |
| Corient Private Wealth LP | 59K | $2.1M |
| State Of New Jersey Common Pension Fund D | 38K | $1.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Kadensa Capital Ltd | 590K | $15.1M |
| Gc Wealth Management Ria, LLC | 345K | $8.8M |
| D. E. Shaw & Co., Inc.Hedge fund | 267K | $6.9M |
| Voloridge Investment Management, LLCHedge fund | 215K | $5.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 181K | $4.6M |
| Qube Research & Technologies LtdHedge fund | 167K | $4.3M |
| Neo Ivy Capital Management | 103K | $2.6M |
| PDT Partners, LLCHedge fund | 100K | $2.6M |
| Nordea Investment Management AB | 84K | $2.1M |
| Congress Asset Management CoActive manager | 76K | $2M |
Who holds the shares
- Institutions reporting
- 363
- Ten largest holders
- 52.1% of 13F-reported shares
- Index fund managers
- 37.6% of 13F-reported shares
- Active managers and hedge funds
- 19.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 18 | 29 | 8 | 9 | −1.0M | −8.1% |
| Index fund managers | 7 | 4 | 0 | 0 | +730K | +3.4% |
| Other institutions | 165 | 106 | 61 | 33 | +2.0M | +8.7% |